Member Info for Fallingknife1

One of , if not THE, share(s) for 2020. The spread while annoying is far closer than appears. The NAV and the SP are just too distant and the board have made it a priority to narrow it. Small fall this week in the SP but the Euro has also weakened since the election engineered rise in sterling. Small divi for holders on 3rd feb.I am building a position in this one in the next year.

No hatred at all of FLx Michu. Never lost a penny here and happy to say I am wrong when I get it wrong. I got it wrong after the last results when it went up 50% defying me and logic. Thanks to you and Ronmcd for your replies on the loan note as for me it is a healthy debate and I might learn something

A minority interest you mean of 20%. And not the first time Flx have written unclear RNS's. Not saying I am right but it is a possibility.

Are you Bojo or even the entire Tory Government Ron McD?? Mike Read has been a NED since May 2016 and acting CEO since November 2017. The dire SP and financial performance since then happened on his watch. Ok it was far worse before that but it is not like he has been pulling up trees.

Michu, Am I right in thinking that the funding for this deal is provided by FLX as an unsecured loan note @5% plus 20% shares in Furnace? Therefore there is little initial money for FLX. How does FLX with its cash burn and placing addiction therefore be any less likely to need a placing in Q1?

with a TP of 285p saying it will do well to justify its EV v E of 10.4 which leaves no margin of error. Seems to be holding up well here and underpinned by the divi and special divi, BOWL should have legs to 300p imo.

Flx. The gift that keeps on giving! And not just at xmas! The Chief Strategy Officer and founder has decided to jump ship. So he isn;t hanging around for 2p, 4p 8p etc. The dodgy pot will be on today with his sage advice no doubt . This company is a farce. Let us see how the market takes this. Does he hold shares? MIght be a seller in the wings then :0

WIZZ Is one of Shares Magazine 10 winning stocks for 2020. Their 2019 PF made 23% though it had 3 losers in it. It does mean that there should be more mileage in WIZZ as we should get publicity via updates throughout next year. It has reported rumours of a Netflix type model for airline travel where you pay a fixed amount per month for unlimited travel. A groundbreaking airline company no doubt. Fuel is well hedged and revenue forecast to grow by 21% which is pretty heady stuff. I think WIZZ will beat this as the expansion is phenomenal and the forecasts are not up there with events imo. Shares says WIZZ is better placed than others with a stronger structural growth trajectory. Heady stuff!

Sellers are getting above the bid price for HSTN which should mean the market thinks a higher offer or anotehr bidder may come in. Let us hope so!

Back in for more today though the price is starting to run away. The market in general is flying as we head to year end so a quality company like SOLI is bound to join the party. I definitely think a market correction will come but when?? In the case of a general sell-off and a collapse in SP's then SOLI is high on my list for buying into.

Ah the DodgyPot is in town for more hopeful clutching at straws. The large spread will trap in the 1 million share buyer. No contracts. No end to cashburn. And no bounce in a bouyant market. Steer clear!

I should have followed CAT's buys on Monday. There must be some sort of Cat Club. Up 12% even after his relatively small buys on Monday (announced here).

Appleby must be feeling a bit crabby. Your shares went to a good home.-------> Me.

Interestingly it has gone above the offer. Company in play?

Nurse! Jeez these guys couild sell sand (but not Oil or Gas) to the Arabs if they can get money for a placing.

2p, or not 2p, that is the question:
Whether 'tis nobler in the mind to suffer
The slings and arrows of outrageous Parsons,
Or to take arms against a Badille of troubles
And by opposing end them. To die—to sleep,
No more; and by a sleep to say we end
The heart-ache and the thousand natural shocks
That flesh is heir to: 'tis a dilution
Devoutly to be wish'd. To die, to sleep;
To sleep, perchance to dream—ay, there's the rub:
For in that sleep of death what placings may come,
When we have shuffled off this golden ticket,
Must give us pause—there's the respect
That makes calamity of SOU long life.

Agreed Lumped but still think there are EOY cash waiting for homes. 100% agree about the politics side and with a bit of luck those who gave Bojo the fridge magnet his thumping majority get an absolute thumping!

Hi lumped. The Bojo effect has quickly worn off but the SP has held up and the buy/sell ask is notionally wide. I am hanging on myself because if any company could put on a spurt in a Santa Claus rally, there is no reason a solid performer like BOWL should not receive some attention. I might shed some by year end therefore in the hope of buying back in the New Year. I think a MOS columnist has tipped this as a share for the year previously and I suspect it may feature again as a tip for 2020. Keeping my powder dry for now.

Think you almost got it right. The market has awoken today to the political joke it elected and the laugh is on investors. The good thing about electing a political clown is there are only so many fridges he can hide in or at least hide his policies. The Bojo relief rally has hit the dirt today. I think I read about a 12% cut in prices for UU. and the like. Probably manageable while they can continue to bleat on about the need for investment.

but Flx seems to be missing out. Looks like the real spread is 1.4/1.5p. A tick down coming up?

This is all just hot air I am afraid.